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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Jdaasoc who wrote (37514)	2/25/2000 12:44:00 AM
From: Victor Lazlo	Read Replies (1) \| Respond to of 93625

NYC analysts have cellphones in their cars, I would guess...

To: Jdaasoc who wrote (37514)	2/25/2000 1:36:00 AM
From: Tenchusatsu	Respond to of 93625

John, thanks for the summary. A few clarifications: <Willimette's Tehama 870 chipset uses RDRAM only> I think you mixed up the names a little here. Tehama is not 870. Rather, 870 is a separate chipset. You see, Intel already announced the 870 server chipset for McKinley (IA-64) and Foster (IA-32), and that chipset will support both DDR SDRAM and RDRAM. (I happen to work on 870; I should know.) I do believe Tehama is an RDRAM-only chipset, and that RDRAM is an almost perfect match for the ultra high-speed Willamette processor. <DDR only in servers; no DDR in desktops> I sure hope this is true and not just anti-DDR FUD. I'm sure DDR will make it into some desktops thanks to AMD and their goal to be the "un-Intel." On the other hand, the transition of Timna from SDRAM to RDRAM will mark a MAJOR milestone for mainstream acceptance of RDRAM. Although the transition isn't a 100% guarantee (what is a 100% guarantee in life, anyway?), it will definitely be a goal that Intel and Rambus will shoot for. Tenchusatsu